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Prime Vision Balanced vs Tcg India Investment Opportunities Portfolio

Prime Vision Balanced

Tcg India Investment Opportunities Portfolio

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Growth of ₹1 Crore

Prime Vision Balanced

Tcg India Investment Opportunities Portfolio

Return for the risk

1 yr return

25%

30%

35%

Tcg India Investment Opportunities Portfolio

29.9% • vol 24.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

1.47%

4.64%

6 Months

1.43%

20.32%

1 Year

—

29.93%

3 Years

—

5 Years

—

Since Inception

3.41%

15.24%

Fund Age

8 mo

1 yr 9 mo

AUM

₹1.87 Cr

₹3.17 Cr

Alpha – 1 Year

—

25.21%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

24.54%

Volatility – 3 Years

—

Beta – 1 Year

—

1.19

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.97

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−12.48%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 28% · M 19% · S 50%

Number of Stocks

—

Portfolio P/E

—

71.00

Top 5 Holdings

—

Welspun Corp Ltd · 4.98%

GE Vernova T&D India Ltd · 4.59%

Reliance Industries Ltd · 4.58%

Larsen & Toubro Ltd · 4.42%

Hitachi Energy India Ltd · 4.36%

Top Sectors

—

Capital Goods · 56.15%

Telecommunication · 5.56%

Metals & Mining · 5.54%

Fixed Fee

0.80% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / 0.5% / –

1% / – / –

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